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Bank 1 Information

  

Bank 2 Information

Overrides who receive partial commission on all of David HamiltonDavid Hamilton Accounts

                  

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Sr. No. Date Reminder Date Employee Note Created by Updated at Updated by
1 Nov 06 2024 09:57 PM Alexander Wilkins David required an ACH change. Received Voided check, ach change form, and changed bank info in CRM Alexander Wilkins Nov 06 2024 10:02 PM
2 Aug 07 2024 04:19 PM Charlotte Groff Amanda called and needed access to the 1099 for tax purposes. I set them up for access to Pioneer. She pulled the 1099 but it didn't have the fees paid on there. I told her her monthly fees are $39.95/mo and to multiply that by 12 months and that would be the fees she paid Charlotte Groff Aug 07 2024 04:22 PM
3 Aug 05 2024 03:30 PM Mike Thomas TT Amanda needed full card number for refund card ending in 6931 Mike Thomas Aug 05 2024 03:38 PM
4 Dec 20 2023 12:00 AM Dec 20 2023 Mike Thomas TT Amanda needed full card number for refund. Card ends in 4082 amount $21.67 Dee Karawadra Jan 31 2024 01:39 PM
5 Aug 01 2023 12:00 AM Aug 01 2023 Mike Thomas TT Amanda all cards declining "invalid merchant ID" called TSYS they said account was cancelled this morning. Called Kevin at SBC they has closed the account by mistake. Reactivated account test transaction went through Dee Karawadra Jan 31 2024 01:39 PM
6 Aug 01 2023 12:00 AM SBC-IBUXX-3.95%-Valor 100- Tip Edit-Manual Batch-IP-NDF Dee Karawadra Jan 31 2024 01:39 PM
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Owner 1 Information